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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #628 out of 858,896 TipRanks' Investors
Success Rate
83%
119 out of 144
profitable transactions
Average Return
224.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.95%
6-Month Return▼ 1.95%
12-Month Return▲ 58.86%
YTD Return▼ 8.07%
Total Return▲ 203.14%

Best Trade

Opened at
Closed at-
Gain▲ 1935.93%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 11.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.91%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.28%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.81%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.91%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 11.12%
▲ 10.96%▲ 2.38%▲ 7.56%
▼ 3.68%▲ 0.19%▼ 4.91%
▼ 0.10%▲ 0.08%▲ 1.82%
▲ 4.06%▲ 1.47%▼ 3.28%
▼ 1.12%▼ 0.86%▼ 2.31%
▲ 0.60%▼ 4.94%▼ 1.81%
▲ 4.89%▲ 4.48%▼ 0.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boxlight
0%
▼ 99.67%
2
Sell
Jan 05, 2026
MoneyHero Limited
0%
▼ 86.25%
2
Sell
Jan 05, 2026
Alphatec Holdings
0%
▼ 11.95%
2
Sell
Jan 05, 2026
Direxion Daily MSCI Brazil Bull 2X Shares
0%
▲ 139.26%
2
Sell
Jan 05, 2026
Flagstar Financial
0.01%
▲ 10.55%
4
Sell
Jan 05, 2026
Target
0%
▲ 1.49%
7
Sell
Jan 05, 2026
Vanguard Large Cap Index Fund Institutional Shs
0.62%
▼ 1.41%
2
Buy
Dec 10, 2025
Vale SA
0.84%
▲ 54.73%
7
Buy
Nov 11, 2025
VF
0.48%
▲ 12.51%
6
Buy
Nov 11, 2025
Pfizer
0.63%
▲ 10.26%
3
Buy
Nov 11, 2025
Opendoor Technologies
0.26%
▼ 58.94%
1
Open
Sep 11, 2025
Vanguard Index Trust Small-Cap Index Fund Instl Shares
17.13%
▲ 41.45%
35
Buy
Jun 09, 2025
Palantir Technologies
59.49%
▲ 868.34%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.06%
▲ 27.15%
3
Buy
Mar 19, 2025
Intel
1.04%
▲ 122.17%
4
Buy
Mar 19, 2025
New Perspective Fund, Class A Shares
2.27%
▲ 26.38%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.35%
▲ 30.85%
8
Buy
Mar 12, 2025
Marvell
0.92%
▲ 84.66%
1
Open
Mar 12, 2025
IonQ
3.92%
▲ 493.52%
2
Buy
Sep 06, 2024
Nvidia
0.97%
▲ 83.53%
1
Open
Sep 06, 2024